Making Sales with Keap Pro

In this module we'll take a look at quotes and invoices - two mechanisms that will allow you to make offers to your prospects, collect payments, and turn leads into customers.

If you are selling a membership or subscription, then you'll want to set up a product with a recurring charge. This videos covers the process to do just that.

In this module we'll cover Checkout Forms, a powerful way to let your customers make a purchase. Effectively a checkout form is a set of fields that will collect payment details from your customer, so that you can charge their credit card in exchange for the product or service you offer.

In this module we'll cover promo codes and upsells. Promo codes are a way of incentivizing someone to make a purchase by offering them a discount, and upsells are a tool you can use to increase average transaction value by intelligently offering the right product at the right time.

In this module we'll go over the options for configuring and charging Tax on your products and services inside Keap.

Once you have created a checkout form, this video covers how you can pair it with a Keap landing page to create a dedicated sales page.

Now that you're processing orders you're going to have access to a new source of data. This video covers the different ecommerce reports you can use to analyze the sales data you're collecting.

Designing the experience someone has after they buy is a critical (and often overlooked) part of the customer journey. In this video we'll look at easy and advanced automation as tools you can employ to design and enrich the experience you're creating for your brand new customers.

In the final module of this course we'll look at integration options. These can be useful for anyone who feels constrained by some aspect of the existing functionality inside Keap, or anyone who might have a third-party shopping cart tool you're looking to continue using.

Remember, if you're not finding a solution that solves the challenge you're up against, you might consider setting up a time to chat with a Keap Certified Partner who specializes in building integrations or designing custom code based solutions.

Thanks for spending time with this course - good luck!